WhiteOak Capital Banking & Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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tortoise-icon WhiteOak Capital Banking & Financial Services Fund-Reg (G)

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Fund WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹171 Cr ₹3631 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Feb 2024 05 Jun 2021
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NiftyFinancialServices TRI NIFTY Financial Services TRI
Turn Over % 26.23%
Expense Ratio 2.37 1.89
Manager Trupti Agrawal Dhruv Muchhal
ISIN Code INF03VN01852 INF179KC1BJ4
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
1 Month -4.77% -4.68%
6 Month 8.43% 4.97%
1 Year - 16.52%
3 Year - 11.78%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
6 Month - -
1 Year - 13.86%
3 Year - 18.28%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
1 Year - 20.39%
3 Year - 14.45%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Standard Deviation - 18.15%
Sharp - 0.67%
Beta - 0.92%
Alpha - 3.42%

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Fund Managers

Scheme Name WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option
Name Trupti Agrawal Dhruv Muchhal
Total AUM ₹0 Cr ₹520687 Cr
Fund Manage 7 40
WhiteOak Capital Banking & Financial Services Fund-Reg (G) HDFC Banking and Financial Services Fund - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

HDFC Banking and Financial Services Fund - Growth Option

Others 7.55 1.11
Large Cap 68.67 71.89
Small Cap 20.63 18.49
Mid Cap 3.17 8.51

Sector Allocation

Scheme Name

WhiteOak Capital Banking & Financial Services Fund-Reg (G)

HDFC Banking and Financial Services Fund - Growth Option

Financial 94.2 92.23
Others -0.38 0.5
Insurance 1.76 5.17
Technology 1.14 -
Services 3.3 2.1

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